WIA
MMP

Wealthstreet Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wealthstreet Investment Advisors’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-79,429
Closed -$3.44M – 346
2021
Q1 		$3.44M Sell
79,429
-175
-0.2% -$7.65K 0.34% 73
2020
Q4 		$3.38M Buy
79,604
+2,500
+3% +$99.7K 0.34% 69
2020
Q3 		$2.64M Sell
77,104
-2,632
-3% -$104K 0.29% 75
2020
Q2 		$3.44M Hold
79,736
– – 0.42% 57
2020
Q1 		$2.91M Buy
79,736
+1,530
+2% +$82.2K 0.43% 55
2019
Q4 		$4.92M Hold
78,206
– – 0.57% 45
2019
Q3 		$4.98M Sell
78,206
-82
-0.1% -$5.4K 0.64% 44
2019
Q2 		$5.01M Sell
78,288
-2,032
-3% -$126K 0.65% 42
2019
Q1 		$4.87M Sell
80,320
-7,100
-8% -$429K 0.64% 40
2018
Q4 		$5.43M Buy
87,420
+2,600
+3% +$161K 0.76% 37
2018
Q3 		$5.74M Sell
84,820
-750
-0.9% -$52K 0.71% 38
2018
Q2 		$5.91M Buy
85,570
+200
+0.2% +$13.4K 0.78% 31
2018
Q1 		$4.98M Sell
85,370
-4,466
-5% -$300K 0.62% 36
2017
Q4 		$6.37M Buy
+89,836
New +$6.12M 0.77% 28

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Wealthstreet Investment Advisors's MMP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2021, closing a stake of 79,429 shares — an estimated $3.44M sold.

Wealthstreet Investment Advisors first reported a position in MMP in Q4 2017 and held it in 14 quarters. The position peaked at $6.37M in Q4 2017. 588 funds tracked by Wall St. Rank hold MMP as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 79,429 Magellan Midstream Partners, L.P. shares in Q2 2021, an estimated $3.44M.
  • Wealthstreet Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $6.37M in Q4 2017.
  • 588 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.